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chenx32401

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04-03 04:48

打完股价还涨了

伊朗：打击亚马逊位于巴林的计算中心

03-28

不相信逼空的话去问问那些最近做空黄金的

高盛：现阶段不宜做空美股，抛售压力已近尾声，利好消息或触发“逼空”

03-24

[无语][贱笑]但是这家公司的管理层不可靠

03-19

财报这么好为什么大跌

腾讯2025年Q4营收1943.7亿元同比增长13%，全年总收入达7518亿元

03-05

要相信机构砸盘的实力

03-05

‌$阿里巴巴(BABA)$ ‌听说？阿里千问团队跑路了？难怪一路下跌

02-27

跌1%也算暴跌，恒生科技跌了多少？

获利了结！外资创纪录卖出韩国股市，单日抛售6.8万亿韩元

02-27

金融废墟表现

02-12

‌$谷歌A(GOOGL)$ ‌不要慌，只是补跌。巴菲特老爷子才刚刚上车，不会不给面子的

02-11

省流：缺少GPU训练不出来

DeepSeek更新新模型，支持最高1M百万Token上下文长度

02-11

‌$标普500(.SPX)$ ‌机构真不是人收市前最后几分钟开始跳水

02-09

$日经225指数(N225.JP)$ 日经开挂了，高市阿姨冲击

02-06

$Robinhood(HOOD)$ 木头姐增持了30多万股罗宾汉…

02-05

$谷歌A(GOOGL)$ 电话会议说了啥啊，财报盘后股价居然翻红了？？年度开支1800个亿，是花去哪里了？

02-05

跑路了，高位套现！！！

Form 144 | Alphabet高管 Sundar Pichai 拟减持32500股，总价约1107万美元

02-05

支出这么大，这么夸张，股价都能翻红…？？？？

Alphabet的AI支出将远超投资者预期

02-05

一个季度营收1100亿之多，分析师还不满意…？？

Alphabet第四季度每股收益达2.82美元，营收超预期

02-05

笑死了爹给了儿子一笔钱…？？？？这算融资吗

Alphabet旗下Waymo完成160亿美元融资轮，母公司谷歌A成主要出资方

02-05

‌$谷歌A(GOOGL)$ ‌‌$Meta Platforms, Inc.(META)$ ‌纳斯达克最后的救世主了，多买点put吧

01-31

？？？？？？啥玩意😨 白菜价了喂

小摩：将博通目标价下调至72美元

去老虎APP查看更多动态

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"打完股价还涨了","listText":"打完股价还涨了","text":"打完股价还涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549441888870912","repostId":"1177356925","repostType":4,"repost":{"id":"1177356925","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1775143226,"share":"https://www.laohu8.com/m/news/1177356925?lang=zh_CN&edition=full","pubTime":"2026-04-02 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23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月2日，伊朗伊斯兰革命卫队今天（4月2日）表示，“真实承诺4”军事行动第90波打击第三阶段已展开，目标是位于巴林的亚马逊云计算中心。 (CCTV国际时讯)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177356925","content_text":"4月2日，伊朗伊斯兰革命卫队今天（4月2日）表示，“真实承诺4”军事行动第90波打击第三阶段已展开，目标是位于巴林的亚马逊云计算中心。 (CCTV国际时讯)","news_type":1,"symbols_score_info":{"AMZN":2}},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547458596327960,"gmtCreate":1774680365047,"gmtModify":1774680367445,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"不相信逼空的话去问问那些最近做空黄金的","listText":"不相信逼空的话去问问那些最近做空黄金的","text":"不相信逼空的话去问问那些最近做空黄金的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547458596327960","repostId":"2622809814","repostType":4,"repost":{"id":"2622809814","kind":"news","pubTimestamp":1774652400,"share":"https://www.laohu8.com/m/news/2622809814?lang=zh_CN&edition=full","pubTime":"2026-03-28 07:00","market":"us","language":"zh","title":"高盛：现阶段不宜做空美股，抛售压力已近尾声，利好消息或触发“逼空”","url":"https://stock-news.laohu8.com/highlight/detail?id=2622809814","media":"智通财经","summary":"这一轮系统性抛售“已接近尾声”。","content":"<html><head></head><body><p>在地缘政治风险加剧、市场波动明显上升之际，<a href=\"https://laohu8.com/S/GS\">高盛</a>交易部门发出警示，建议投资者不要贸然转向看空美股，当前市场结构反而更容易在利好消息出现时触发“逼空行情”。</p><p>从市场表现来看，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数正迈向自2022年以来最差单月表现，而纳指已进入技术性回调区间。尽管高盛并未看到短期内明确的上涨路径，其交易团队认为，当前抛售压力已接近尾声，在此背景下继续加码空头仓位风险较大。高盛策略团队在报告中指出，市场需要保持对冲和灵活操作，但“鉴于当前持仓结构对逼空风险较为敏感，不建议转向做空”。</p><p>数据显示，趋势跟踪资金(CTA)本月已累计抛售约550亿美元美股，目前净空头规模达184亿美元。高盛认为，除非出现新的宏观冲击，这一轮系统性抛售“已接近尾声”，而市场风险收益结构正逐步向上倾斜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79caf824e4a2025ae1fa1b4fbbdbe798\" tg-width=\"772\" tg-height=\"565\"/></p><p>与此同时，风险平价与波动控制策略也在持续降低股票敞口，其中风险平价策略已在全球范围内减持超过200亿美元，约占其总多头仓位的六分之一。</p><p>不过，从资金面来看，市场并未出现明显“撤退”。股票型基金资金流入依然稳健，家庭投资者几乎未显著降低持股比例，基本面投资者整体仓位仍接近历史高位。这意味着，一旦出现地缘局势缓和等利好消息，市场可能出现放大式反弹。</p><p>在地缘政治方面，美国与以色列近期对伊朗多个核设施及钢铁目标实施打击，而伊朗则持续在波斯湾地区发动反击，并拒绝美国总统特朗普提出的停火要求，令市场不确定性进一步上升。</p><p>此外，高盛预计，月末养老金资金将为美股带来约140亿美元的净流入，对市场形成一定支撑。此外，散户投资者仅较高点小幅降低约1%的股票配置，显示出对美股的长期信心仍在。</p><p>高盛指出，尽管短期不确定性仍存，随着月末资金流动因素逐步释放，市场进入4月后或迎来更清晰的运行路径。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛：现阶段不宜做空美股，抛售压力已近尾声，利好消息或触发“逼空”</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛：现阶段不宜做空美股，抛售压力已近尾声，利好消息或触发“逼空”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-28 07:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1421272.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在地缘政治风险加剧、市场波动明显上升之际，高盛交易部门发出警示，建议投资者不要贸然转向看空美股，当前市场结构反而更容易在利好消息出现时触发“逼空行情”。从市场表现来看，标普500指数正迈向自2022年以来最差单月表现，而纳指已进入技术性回调区间。尽管高盛并未看到短期内明确的上涨路径，其交易团队认为，当前抛售压力已接近尾声，在此背景下继续加码空头仓位风险较大。高盛策略团队在报告中指出，市场需要保持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1421272.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a641ba689741f1e38c3545add5626d8e","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/1421272.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2622809814","content_text":"在地缘政治风险加剧、市场波动明显上升之际，高盛交易部门发出警示，建议投资者不要贸然转向看空美股，当前市场结构反而更容易在利好消息出现时触发“逼空行情”。从市场表现来看，标普500指数正迈向自2022年以来最差单月表现，而纳指已进入技术性回调区间。尽管高盛并未看到短期内明确的上涨路径，其交易团队认为，当前抛售压力已接近尾声，在此背景下继续加码空头仓位风险较大。高盛策略团队在报告中指出，市场需要保持对冲和灵活操作，但“鉴于当前持仓结构对逼空风险较为敏感，不建议转向做空”。数据显示，趋势跟踪资金(CTA)本月已累计抛售约550亿美元美股，目前净空头规模达184亿美元。高盛认为，除非出现新的宏观冲击，这一轮系统性抛售“已接近尾声”，而市场风险收益结构正逐步向上倾斜。与此同时，风险平价与波动控制策略也在持续降低股票敞口，其中风险平价策略已在全球范围内减持超过200亿美元，约占其总多头仓位的六分之一。不过，从资金面来看，市场并未出现明显“撤退”。股票型基金资金流入依然稳健，家庭投资者几乎未显著降低持股比例，基本面投资者整体仓位仍接近历史高位。这意味着，一旦出现地缘局势缓和等利好消息，市场可能出现放大式反弹。在地缘政治方面，美国与以色列近期对伊朗多个核设施及钢铁目标实施打击，而伊朗则持续在波斯湾地区发动反击，并拒绝美国总统特朗普提出的停火要求，令市场不确定性进一步上升。此外，高盛预计，月末养老金资金将为美股带来约140亿美元的净流入，对市场形成一定支撑。此外，散户投资者仅较高点小幅降低约1%的股票配置，显示出对美股的长期信心仍在。高盛指出，尽管短期不确定性仍存，随着月末资金流动因素逐步释放，市场进入4月后或迎来更清晰的运行路径。","news_type":1,"symbols_score_info":{".DJI":2,".SPX":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545950404064264,"gmtCreate":1774298036343,"gmtModify":1774298038904,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"htmlText":"[无语][贱笑]但是这家公司的管理层不可靠","listText":"[无语][贱笑]但是这家公司的管理层不可靠","text":"[无语][贱笑]但是这家公司的管理层不可靠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545950404064264","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544259908481624,"gmtCreate":1773862489540,"gmtModify":1773862491743,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"财报这么好为什么大跌","listText":"财报这么好为什么大跌","text":"财报这么好为什么大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544259908481624","repostId":"1139989661","repostType":4,"repost":{"id":"1139989661","kind":"news","pubTimestamp":1773823223,"share":"https://www.laohu8.com/m/news/1139989661?lang=zh_CN&edition=full","pubTime":"2026-03-18 16:40","market":"hk","language":"zh","title":"腾讯2025年Q4营收1943.7亿元同比增长13%，全年总收入达7518亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1139989661","media":"腾讯科技","summary":"2025年营业收入7517.66亿元，同比增长14%。","content":"<html><head></head><body><p>3月18日周三， <a href=\"https://laohu8.com/S/00700\">腾讯控股</a> 今天公布二零二五年度（“2025年”）经审核综合业绩及截至二零二五年十二月三十一日止第四季（“4Q2025”）未经审核综合业绩。</p><p style=\"text-align: start;\"><strong>董事会主席兼首席执行官马化腾表示：</strong>“2025年我们保持了健康的增长，得益于AI技术提升了我们的广告定向能力及玩家在游戏中的互动，以及云业务收入加速增长并实现了规模化盈利。我们的核心业务富有韧性并产生充足的现金流，为我们加大AI投入提供支撑，包括招募顶尖AI人才及升级AI基础设施。我们的混元3.0大语言模型智能水平持续提升，元宝、WorkBuddy及QClaw等AI产品产生实际效用，这些令人鼓舞的初期迹象表明AI投入将为我们开拓新的机遇。人们既享受消费与娱乐，也从创作与高效工作中获得满足感，腾讯深感荣幸，能够提供AI服务全方位赋能用户，助其在这些领域更上一层楼。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ca49602648a7416f5ce12fd0942cf15\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: start;\"><strong>2025年财务摘要</strong></p><p style=\"text-align: start;\"><strong>总收入：同比增长14%，毛利：同比增长21%，按非国际财务报告准则的经营盈利：同比增长18%</strong></p><ul style=\"\"><li><p><strong>总收入</strong>为人民币7,518亿元，较二零二四年（“同比”）增长14%。</p></li><li><p><strong>毛利</strong>为人民币4,226亿元，同比增长21%。</p></li><li><p>按<strong>非国际财务报告准则</strong>，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：</p></li><li><p><strong>经营盈利</strong>为人民币2,807亿元，同比增长18%；经营利润率由去年的36%上升至37%。</p></li><li><p><strong>盈利</strong>为人民币2,670亿元，同比增长18%。</p></li><li><p><strong>本公司权益持有人应占盈利</strong>为人民币2,596亿元，同比增长17%。</p></li><li><p><strong>每股基本盈利</strong>为人民币28.577元，<strong>每股摊薄盈利</strong>为人民币27.877元。</p></li><li><p>按<strong>国际财务报告准则</strong>：</p></li><li><p>经营盈利为人民币2,416亿元，同比增长16%；经营利润率为32%，同比稳定。</p></li><li><p>盈利为人民币2,298亿元，同比增长17%。</p></li><li><p>本公司权益持有人应占盈利为人民币2,248亿元，同比增长16%。</p></li><li><p>每股基本盈利为人民币24.749元，每股摊薄盈利为人民币24.153元。</p></li><li><p><strong>资本开支</strong>为人民币792亿元，同比增加3%。</p></li><li><p><strong>总现金</strong>为人民币 4,949 亿元， 同比增长19%。<strong>自由现金流</strong>为人民币1,826亿元，同比增长18%。<strong>现金净额</strong>为人民币1,071亿元，同比增长40%。</p></li><li><p>截至2025年12月31日，我们于上市投资公司（不包括附属公司）权益的公允价值为人民币6,727亿元，相较于截止2025年9月30日的公允价值为人民币8,008亿元。截至2025年12月31日，我们于非上市投资公司（不包括附属公司）权益的账面价值为人民币3,631亿元，相较于截止2025年9月30日的账面价值为人民币3,452亿元。</p></li><li><p>2025年，本公司于香港联交所以约800亿港元的总代价回购约1.534亿股股份。</p></li></ul><p style=\"text-align: start;\"><strong>2025年管理层讨论及分析</strong></p><p style=\"text-align: start;\">增值服务业务2025年的收入同比增长16%至人民币3,693亿元。本土市场游戏收入为人民币1,642亿元，同比增长18%，得益于近期发布的《三角洲行动》的强劲表现，以及《王者荣耀》、《和平精英》等长青游戏及《无畏契约》系列(个人电脑端及移动端)的收入增长。国际市场游戏收入为人民币774亿元，同比增长33%(按固定汇率计算为32%)，得益于Supercell旗下游戏及《PUBG MOBILE》的收入增长，以及《鸣潮》的增量收入贡献。社交网络收入同比增长5%至人民币1,277亿元，得益于视频号直播服务收入、音乐付费会员收入及手机游戏应用的虚拟道具销售的增长。</p><p style=\"text-align: start;\">营销服务2025年的收入同比增长19%至人民币1,450亿元，主要得益于广告价格及广告曝光量增长。广告价格受益于AI驱动的广告定向、广告主使用AI创作更多广告，以及闭环广告的占比持续提升(用户点击后可直达小程序、微信小店或小游戏等原生交易场景)。曝光量增长主要得益于用户对包括视频号及微信搜一搜在内的产品参与度增加，以及广告加载率的小幅提升。年内大多数主要行业的广告主投放均有所增长。</p><p style=\"text-align: start;\">金融科技及企业服务2025年的收入同比增长8%至人民币2,294亿元。金融科技服务收入同比以高个位数百分比增长，得益于理财服务、消费贷款服务及商业支付活动的收入增加。企业服务收入同比增长接近20%，得益于国内及海外对包括AI在内的云服务需求的增加，以及由于微信小店交易额上升而带动的商家技术服务费收入的增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/173bb6b4367339bc8563e7bd405c7d1d\" title=\"图片\" tg-width=\"960\" tg-height=\"330\"/><span>图片</span></p><p style=\"text-align: start;\"><strong>2025年业务回顾及展望</strong></p><ul style=\"\"><li><p>我们通过《三角洲行动》的突破性成功扩充了<strong>长青游戏</strong>组合，并强化了《王者荣耀》与《和平精英》等现有长青游戏。</p></li><li><p>受益于长青游戏的持续增长及内容驱动游戏的快速扩张，我们的<strong>国际市场游戏</strong>年收入突破100亿美元。</p></li><li><p>我们通过在游戏中部署<strong>AI</strong>，加速了内容制作，改善了用户体验并提升了我们的营销效益。</p></li><li><p>我们升级了广告技术的基础模型，并推出了智能投放产品矩阵腾讯广告AIM+，令我们保持广告加载率远低于同业的同时，<strong>营销服务</strong>亦取得高于行业的收入增长。</p></li><li><p><strong>视频号</strong>受益于升级的内容推荐算法及更丰富的内容生态，总用户使用时长同比增长超过20%。</p></li><li><p>我们提升<strong>微信</strong>的交易体验和内容生态，推动微信小店、小游戏及其他内容小程序的用户参与度同比快速增长。</p></li><li><p><strong>腾讯视频</strong>会员数同比上升，保持了其在中国长视频市场的领先地位。<strong>腾讯音乐</strong>ARPU和会员数同比提升，巩固了其在中国音乐流媒体市场的领先地位。</p></li><li><p><strong>腾讯云</strong>实现规模化盈利，受益于企业AI需求的上升，领先市场的PaaS及SaaS产品贡献的增长，以及供应链的优化。</p></li><li><p>通过深化与持牌金融机构的合作及审慎的风险管理，我们<strong>金融科技</strong>业务的收入保持了健康增长。</p></li><li><p>受益于专有的数据及丰富的使用场景，我们的<strong>混元基础模型</strong>在3D生成、文生图和世界模型等多模态能力方面成为了行业领导者。</p></li><li><p>我们通过引进顶尖AI人才升级了团队，建立了系统化提升基础模型智能水平的流程，并在元宝及微信等服务中部署了新的AI能力。</p></li></ul><p style=\"text-align: start;\"><strong>2025 年可持续发展的重点表现</strong></p><ul style=\"\"><li><p>久久公益节提倡把公益融入到日常生活中，通过社交网络、数字工具及线下的合作伙伴，吸引用户参与了超过5.3亿次的慈善活动。</p></li><li><p>通过科学探索奖和新基石研究员项目，我们至今已资助了超过430名杰出科学家，助力他们追寻基础科研的原创突破。</p></li><li><p>通过改善能源效率，推进转用绿色电力及减少供应链碳排放的举措，我们正如期迈向于2030年前达到碳中和的目标。</p></li><li><p>我们在可持续发展的成效获得广泛认可，被纳入主要的ESG(环境、社会及管治)指数，提升了我们的ESG评级，例如我们的MSCI评级由BBB级提升到A级，以及获得多个ESG奖项。</p></li></ul><p style=\"text-align: start;\"><strong>4Q2025财务摘要</strong></p><p style=\"text-align: start;\"><strong>总收入：同比增长13%，毛利：同比增长19%，按非国际财务报告准则的经营盈利：同比增长17%</strong></p><ul style=\"\"><li><p><strong>总收入</strong>为人民币1,944亿元，同比增长13%。</p></li><li><p><strong>毛利</strong>为人民币1,083亿元，同比增长19%。</p></li><li><p>按<strong>非国际财务报告准则</strong>，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：</p></li><li><p><strong>经营盈利</strong>为人民币695亿元，同比增长17%；经营利润率由去年的34%上升至36%。</p></li><li><p><strong>盈利</strong>为人民币667亿元，同比增长18%。</p></li><li><p><strong>本公司权益持有人应占盈利</strong>为人民币647亿元，同比增长17%。</p></li><li><p><strong>每股基本盈利</strong>为人民币7.144元，<strong>每股摊薄盈利</strong>为人民币6.966元。</p></li><li><p>按<strong>国际财务报告准则</strong>：</p></li><li><p><strong>经营盈利</strong>为人民币603亿元，同比增长17%；经营利润率由去年的30%提升至31%。</p></li><li><p><strong>盈利</strong>为人民币591亿元，同比增长15%。</p></li><li><p><strong>本公司权益持有人应占盈利</strong>为人民币583亿元，同比增长14%。</p></li><li><p>每股基本盈利为人民币6.433元，每股摊薄盈利为人民币6.276元。</p></li><li><p><strong>资本开支</strong>为人民币196亿元，同比减少46%。</p></li></ul><p style=\"text-align: start;\"><strong>4Q2025管理层讨论及分析</strong></p><p style=\"text-align: start;\">增值服务业务4Q2025的收入同比增长14%至人民币899亿元。本土市场游戏收入为人民币382亿元，同比增长15%，得益于《三角洲行动》与《无畏契约》系列(个人电脑端及移动端)的收入增长，以及《鸣潮》的增量收入贡献。国际市场游戏收入为人民币211亿元，同比增长32%（按固定汇率计算为31%），主要得益于Supercell旗下游戏及《PUBG MOBILE》的收入增长，以及《鸣潮》的增量收入贡献。社交网络收入同比增长3%至人民币306亿元，反映视频号直播服务收入及音乐付费会员收入的增长。</p><p style=\"text-align: start;\">营销服务业务4Q2025的收入为人民币411亿元，同比增长17%。我们对AI驱动的广告定向能力的优化，以及对微信生态系统内闭环营销能力的扩展，推动了广告表现改善和广告单价提升，构成收入增长的主要驱动力。由于用户参与度提高及广告加载率的小幅提升，广告曝光也略有增长。</p><p style=\"text-align: start;\">金融科技及企业服务业务4Q2025的收入同比增长8%至人民币608亿元。金融科技服务收入增长主要由于理财服务及商业支付活动的收入增加。企业服务收入同比增速提升至22%，得益于国内及海外市场云服务的收入增加(包括AI相关服务的收入)，以及主要由于微信小店交易额扩大而带动的商家技术服务费收入增长。</p></body></html>","source":"txkj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯2025年Q4营收1943.7亿元同比增长13%，全年总收入达7518亿元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯2025年Q4营收1943.7亿元同比增长13%，全年总收入达7518亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 16:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.qq.com/rain/a/20260318A061GG00><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月18日周三， 腾讯控股 今天公布二零二五年度（“2025年”）经审核综合业绩及截至二零二五年十二月三十一日止第四季（“4Q2025”）未经审核综合业绩。董事会主席兼首席执行官马化腾表示：“2025年我们保持了健康的增长，得益于AI技术提升了我们的广告定向能力及玩家在游戏中的互动，以及云业务收入加速增长并实现了规模化盈利。我们的核心业务富有韧性并产生充足的现金流，为我们加大AI投入提供支撑，包括...</p>\n\n<a href=\"https://news.qq.com/rain/a/20260318A061GG00\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"https://news.qq.com/rain/a/20260318A061GG00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139989661","content_text":"3月18日周三， 腾讯控股 今天公布二零二五年度（“2025年”）经审核综合业绩及截至二零二五年十二月三十一日止第四季（“4Q2025”）未经审核综合业绩。董事会主席兼首席执行官马化腾表示：“2025年我们保持了健康的增长，得益于AI技术提升了我们的广告定向能力及玩家在游戏中的互动，以及云业务收入加速增长并实现了规模化盈利。我们的核心业务富有韧性并产生充足的现金流，为我们加大AI投入提供支撑，包括招募顶尖AI人才及升级AI基础设施。我们的混元3.0大语言模型智能水平持续提升，元宝、WorkBuddy及QClaw等AI产品产生实际效用，这些令人鼓舞的初期迹象表明AI投入将为我们开拓新的机遇。人们既享受消费与娱乐，也从创作与高效工作中获得满足感，腾讯深感荣幸，能够提供AI服务全方位赋能用户，助其在这些领域更上一层楼。”2025年财务摘要总收入：同比增长14%，毛利：同比增长21%，按非国际财务报告准则的经营盈利：同比增长18%总收入为人民币7,518亿元，较二零二四年（“同比”）增长14%。毛利为人民币4,226亿元，同比增长21%。按非国际财务报告准则，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：经营盈利为人民币2,807亿元，同比增长18%；经营利润率由去年的36%上升至37%。盈利为人民币2,670亿元，同比增长18%。本公司权益持有人应占盈利为人民币2,596亿元，同比增长17%。每股基本盈利为人民币28.577元，每股摊薄盈利为人民币27.877元。按国际财务报告准则：经营盈利为人民币2,416亿元，同比增长16%；经营利润率为32%，同比稳定。盈利为人民币2,298亿元，同比增长17%。本公司权益持有人应占盈利为人民币2,248亿元，同比增长16%。每股基本盈利为人民币24.749元，每股摊薄盈利为人民币24.153元。资本开支为人民币792亿元，同比增加3%。总现金为人民币 4,949 亿元， 同比增长19%。自由现金流为人民币1,826亿元，同比增长18%。现金净额为人民币1,071亿元，同比增长40%。截至2025年12月31日，我们于上市投资公司（不包括附属公司）权益的公允价值为人民币6,727亿元，相较于截止2025年9月30日的公允价值为人民币8,008亿元。截至2025年12月31日，我们于非上市投资公司（不包括附属公司）权益的账面价值为人民币3,631亿元，相较于截止2025年9月30日的账面价值为人民币3,452亿元。2025年，本公司于香港联交所以约800亿港元的总代价回购约1.534亿股股份。2025年管理层讨论及分析增值服务业务2025年的收入同比增长16%至人民币3,693亿元。本土市场游戏收入为人民币1,642亿元，同比增长18%，得益于近期发布的《三角洲行动》的强劲表现，以及《王者荣耀》、《和平精英》等长青游戏及《无畏契约》系列(个人电脑端及移动端)的收入增长。国际市场游戏收入为人民币774亿元，同比增长33%(按固定汇率计算为32%)，得益于Supercell旗下游戏及《PUBG MOBILE》的收入增长，以及《鸣潮》的增量收入贡献。社交网络收入同比增长5%至人民币1,277亿元，得益于视频号直播服务收入、音乐付费会员收入及手机游戏应用的虚拟道具销售的增长。营销服务2025年的收入同比增长19%至人民币1,450亿元，主要得益于广告价格及广告曝光量增长。广告价格受益于AI驱动的广告定向、广告主使用AI创作更多广告，以及闭环广告的占比持续提升(用户点击后可直达小程序、微信小店或小游戏等原生交易场景)。曝光量增长主要得益于用户对包括视频号及微信搜一搜在内的产品参与度增加，以及广告加载率的小幅提升。年内大多数主要行业的广告主投放均有所增长。金融科技及企业服务2025年的收入同比增长8%至人民币2,294亿元。金融科技服务收入同比以高个位数百分比增长，得益于理财服务、消费贷款服务及商业支付活动的收入增加。企业服务收入同比增长接近20%，得益于国内及海外对包括AI在内的云服务需求的增加，以及由于微信小店交易额上升而带动的商家技术服务费收入的增长。图片2025年业务回顾及展望我们通过《三角洲行动》的突破性成功扩充了长青游戏组合，并强化了《王者荣耀》与《和平精英》等现有长青游戏。受益于长青游戏的持续增长及内容驱动游戏的快速扩张，我们的国际市场游戏年收入突破100亿美元。我们通过在游戏中部署AI，加速了内容制作，改善了用户体验并提升了我们的营销效益。我们升级了广告技术的基础模型，并推出了智能投放产品矩阵腾讯广告AIM+，令我们保持广告加载率远低于同业的同时，营销服务亦取得高于行业的收入增长。视频号受益于升级的内容推荐算法及更丰富的内容生态，总用户使用时长同比增长超过20%。我们提升微信的交易体验和内容生态，推动微信小店、小游戏及其他内容小程序的用户参与度同比快速增长。腾讯视频会员数同比上升，保持了其在中国长视频市场的领先地位。腾讯音乐ARPU和会员数同比提升，巩固了其在中国音乐流媒体市场的领先地位。腾讯云实现规模化盈利，受益于企业AI需求的上升，领先市场的PaaS及SaaS产品贡献的增长，以及供应链的优化。通过深化与持牌金融机构的合作及审慎的风险管理，我们金融科技业务的收入保持了健康增长。受益于专有的数据及丰富的使用场景，我们的混元基础模型在3D生成、文生图和世界模型等多模态能力方面成为了行业领导者。我们通过引进顶尖AI人才升级了团队，建立了系统化提升基础模型智能水平的流程，并在元宝及微信等服务中部署了新的AI能力。2025 年可持续发展的重点表现久久公益节提倡把公益融入到日常生活中，通过社交网络、数字工具及线下的合作伙伴，吸引用户参与了超过5.3亿次的慈善活动。通过科学探索奖和新基石研究员项目，我们至今已资助了超过430名杰出科学家，助力他们追寻基础科研的原创突破。通过改善能源效率，推进转用绿色电力及减少供应链碳排放的举措，我们正如期迈向于2030年前达到碳中和的目标。我们在可持续发展的成效获得广泛认可，被纳入主要的ESG(环境、社会及管治)指数，提升了我们的ESG评级，例如我们的MSCI评级由BBB级提升到A级，以及获得多个ESG奖项。4Q2025财务摘要总收入：同比增长13%，毛利：同比增长19%，按非国际财务报告准则的经营盈利：同比增长17%总收入为人民币1,944亿元，同比增长13%。毛利为人民币1,083亿元，同比增长19%。按非国际财务报告准则，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：经营盈利为人民币695亿元，同比增长17%；经营利润率由去年的34%上升至36%。盈利为人民币667亿元，同比增长18%。本公司权益持有人应占盈利为人民币647亿元，同比增长17%。每股基本盈利为人民币7.144元，每股摊薄盈利为人民币6.966元。按国际财务报告准则：经营盈利为人民币603亿元，同比增长17%；经营利润率由去年的30%提升至31%。盈利为人民币591亿元，同比增长15%。本公司权益持有人应占盈利为人民币583亿元，同比增长14%。每股基本盈利为人民币6.433元，每股摊薄盈利为人民币6.276元。资本开支为人民币196亿元，同比减少46%。4Q2025管理层讨论及分析增值服务业务4Q2025的收入同比增长14%至人民币899亿元。本土市场游戏收入为人民币382亿元，同比增长15%，得益于《三角洲行动》与《无畏契约》系列(个人电脑端及移动端)的收入增长，以及《鸣潮》的增量收入贡献。国际市场游戏收入为人民币211亿元，同比增长32%（按固定汇率计算为31%），主要得益于Supercell旗下游戏及《PUBG MOBILE》的收入增长，以及《鸣潮》的增量收入贡献。社交网络收入同比增长3%至人民币306亿元，反映视频号直播服务收入及音乐付费会员收入的增长。营销服务业务4Q2025的收入为人民币411亿元，同比增长17%。我们对AI驱动的广告定向能力的优化，以及对微信生态系统内闭环营销能力的扩展，推动了广告表现改善和广告单价提升，构成收入增长的主要驱动力。由于用户参与度提高及广告加载率的小幅提升，广告曝光也略有增长。金融科技及企业服务业务4Q2025的收入同比增长8%至人民币608亿元。金融科技服务收入增长主要由于理财服务及商业支付活动的收入增加。企业服务收入同比增速提升至22%，得益于国内及海外市场云服务的收入增加(包括AI相关服务的收入)，以及主要由于微信小店交易额扩大而带动的商家技术服务费收入增长。","news_type":1,"symbols_score_info":{"00700":2,"TCEHY":2}},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539167729505704,"gmtCreate":1772653638317,"gmtModify":1772653640825,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"htmlText":"要相信机构砸盘的实力","listText":"要相信机构砸盘的实力","text":"要相信机构砸盘的实力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539167729505704","isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539120859829096,"gmtCreate":1772642278013,"gmtModify":1772642279866,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ &nbsp;</a>‌听说？阿里千问团队跑路了？难怪一路下跌","listText":"‌<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ &nbsp;</a>‌听说？阿里千问团队跑路了？难怪一路下跌","text":"‌$阿里巴巴(BABA)$ ‌听说？阿里千问团队跑路了？难怪一路下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539120859829096","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537316943066544,"gmtCreate":1772199979291,"gmtModify":1772199981532,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"跌1%也算暴跌，恒生科技跌了多少？","listText":"跌1%也算暴跌，恒生科技跌了多少？","text":"跌1%也算暴跌，恒生科技跌了多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537316943066544","repostId":"2614177836","repostType":2,"repost":{"id":"2614177836","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1772185383,"share":"https://www.laohu8.com/m/news/2614177836?lang=zh_CN&edition=full","pubTime":"2026-02-27 17:43","market":"hk","language":"zh","title":"获利了结！外资创纪录卖出韩国股市，单日抛售6.8万亿韩元","url":"https://stock-news.laohu8.com/highlight/detail?id=2614177836","media":"华尔街见闻","summary":"年内暴涨近50%后，韩国股市突遭外资创纪录抛售，单日狂抛6.8万亿韩元终结六连涨！与此同时，本地机构及散户则呈净买入态势。有机构指出，大跌实为技术调整与获利了结，被低估的韩股仍具充足上涨空间。","content":"<html><head></head><body><p>全球投资者周五以创纪录规模抛售韩国股票，为今年以来韩股暴涨近50%后的一次集中获利了结。</p><p>据韩国交易所数据，<strong>外国基金当日常规交易时段净卖出6.8万亿韩元（约47亿美元）的韩国综合股价指数（Kospi）成分股，刷新单日净卖出历史纪录。</strong>受此拖累，Kospi指数下跌1%，终结此前连续六日的上涨势头。与此同时，本地机构及散户投资者则呈净买入态势。</p><p>韩股此番抛售发生在一轮罕见强势行情之后。自去年4月低点算起，Kospi已累计飙涨约170%，表现大幅领跑全球主要市场。本周该指数更突破6000点关口，韩国股市总市值一度超过德国与法国之和，引发海外上市ETF出现异常成交与价格波动。</p><p>首尔Timefolio Investment Management基金经理Kim Namho表示，此次回调主要由月末基准指数再平衡操作及急涨后的获利了结共同触发。他同时指出，&#34;市场普遍认为韩股仍被低估，此次整理之后仍有充足上涨空间。&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/29a626801a1be9a2e62b04bdc8fcfe4c\" tg-width=\"1017\" tg-height=\"954\"/></p><h2 id=\"id_2703919086\">内存繁荣驱动，韩股领跑全球</h2><p>韩股的这轮牛市，背后是全球内存芯片需求的爆发式增长。作为<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>及SK海力士的主要上市地，韩国直接受益于此轮内存景气周期，即便市场对人工智能相关资产的&#34;恐慌性交易&#34;令其他地区股市承压，韩股也大体保持强势。</p><p>Kospi本周突破6000点整数关口，距韩国总统李在明将5000点设定为政治目标的时间点仅过去约一个月，这一进程远超市场预期。</p><p>韩国股市总市值超越欧洲重量级经济体德国与法国，更令国际投资者加速涌入。海外市场寻求布局韩国资产的热情高涨，部分在海外上市的韩国相关ETF因此出现成交量异常放大及价格偏离的情况。</p><h2 id=\"id_1433768263\">月末再平衡叠加获利了结，触发单日纪录抛售</h2><p>分析人士认为，此次外资大规模减持并非趋势性逆转信号，更多反映的是技术性调整压力。Kim Namho指出，月末基准指数的机械式再平衡操作，与急涨行情后的获利兑现行为在同一时间窗口叠加，共同放大了当日的抛售规模。</p><p>值得注意的是，外资净卖出期间，本地机构与散户投资者选择逢低承接，在一定程度上承接了外资的抛压，显示出国内市场对后市走势的相对乐观判断。Kim Namho表示，<strong>市场主流观点仍认为韩股估值偏低，当前调整不改长期向上的逻辑。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>获利了结！外资创纪录卖出韩国股市，单日抛售6.8万亿韩元</title>\n<style 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17:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>全球投资者周五以创纪录规模抛售韩国股票，为今年以来韩股暴涨近50%后的一次集中获利了结。</p><p>据韩国交易所数据，<strong>外国基金当日常规交易时段净卖出6.8万亿韩元（约47亿美元）的韩国综合股价指数（Kospi）成分股，刷新单日净卖出历史纪录。</strong>受此拖累，Kospi指数下跌1%，终结此前连续六日的上涨势头。与此同时，本地机构及散户投资者则呈净买入态势。</p><p>韩股此番抛售发生在一轮罕见强势行情之后。自去年4月低点算起，Kospi已累计飙涨约170%，表现大幅领跑全球主要市场。本周该指数更突破6000点关口，韩国股市总市值一度超过德国与法国之和，引发海外上市ETF出现异常成交与价格波动。</p><p>首尔Timefolio Investment Management基金经理Kim Namho表示，此次回调主要由月末基准指数再平衡操作及急涨后的获利了结共同触发。他同时指出，&#34;市场普遍认为韩股仍被低估，此次整理之后仍有充足上涨空间。&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/29a626801a1be9a2e62b04bdc8fcfe4c\" tg-width=\"1017\" tg-height=\"954\"/></p><h2 id=\"id_2703919086\">内存繁荣驱动，韩股领跑全球</h2><p>韩股的这轮牛市，背后是全球内存芯片需求的爆发式增长。作为<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>及SK海力士的主要上市地，韩国直接受益于此轮内存景气周期，即便市场对人工智能相关资产的&#34;恐慌性交易&#34;令其他地区股市承压，韩股也大体保持强势。</p><p>Kospi本周突破6000点整数关口，距韩国总统李在明将5000点设定为政治目标的时间点仅过去约一个月，这一进程远超市场预期。</p><p>韩国股市总市值超越欧洲重量级经济体德国与法国，更令国际投资者加速涌入。海外市场寻求布局韩国资产的热情高涨，部分在海外上市的韩国相关ETF因此出现成交量异常放大及价格偏离的情况。</p><h2 id=\"id_1433768263\">月末再平衡叠加获利了结，触发单日纪录抛售</h2><p>分析人士认为，此次外资大规模减持并非趋势性逆转信号，更多反映的是技术性调整压力。Kim Namho指出，月末基准指数的机械式再平衡操作，与急涨行情后的获利兑现行为在同一时间窗口叠加，共同放大了当日的抛售规模。</p><p>值得注意的是，外资净卖出期间，本地机构与散户投资者选择逢低承接，在一定程度上承接了外资的抛压，显示出国内市场对后市走势的相对乐观判断。Kim Namho表示，<strong>市场主流观点仍认为韩股估值偏低，当前调整不改长期向上的逻辑。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcSBqTq-Ud8gerLDQmdpYU5lia_HG8KE16LElw&s","relate_stocks":{"MKOR":"Matthews Korea Active ETF","FLKR":"Franklin FTSE South Korea ETF","KORU":"Direxion Daily MSCI South Korea Bull 3x Shares","EWY":"韩国ETF-iShares 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href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ &nbsp;</a>‌不要慌，只是补跌。巴菲特老爷子才刚刚上车，不会不给面子的","listText":"‌<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ &nbsp;</a>‌不要慌，只是补跌。巴菲特老爷子才刚刚上车，不会不给面子的","text":"‌$谷歌A(GOOGL)$ ‌不要慌，只是补跌。巴菲特老爷子才刚刚上车，不会不给面子的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531738397894224","isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531631693964864,"gmtCreate":1770811980476,"gmtModify":1770811982648,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"省流：缺少GPU训练不出来","listText":"省流：缺少GPU训练不出来","text":"省流：缺少GPU训练不出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531631693964864","repostId":"1149441657","repostType":4,"repost":{"id":"1149441657","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1770810049,"share":"https://www.laohu8.com/m/news/1149441657?lang=zh_CN&edition=full","pubTime":"2026-02-11 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木头姐增持了30多万股罗宾汉…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529636259939144","isVote":1,"tweetType":1,"viewCount":1151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529226581705912,"gmtCreate":1770241759405,"gmtModify":1770241761715,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 电话会议说了啥啊，财报盘后股价居然翻红了？？ 年度开支1800个亿，是花去哪里了？","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 电话会议说了啥啊，财报盘后股价居然翻红了？？ 年度开支1800个亿，是花去哪里了？","text":"$谷歌A(GOOGL)$ 电话会议说了啥啊，财报盘后股价居然翻红了？？ 年度开支1800个亿，是花去哪里了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529226581705912","isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529226388549744,"gmtCreate":1770241695653,"gmtModify":1770242930808,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"跑路了，高位套现！！！","listText":"跑路了，高位套现！！！","text":"跑路了，高位套现！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529226388549744","repostId":"1193300429","repostType":2,"repost":{"id":"1193300429","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1770240311,"share":"https://www.laohu8.com/m/news/1193300429?lang=zh_CN&edition=full","pubTime":"2026-02-05 05:25","market":"us","language":"zh","title":"Form 144 | Alphabet高管 Sundar Pichai 拟减持32500股，总价约1107万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1193300429","media":"老虎公告助手","summary":"Alphabet高管 Sundar Pichai 拟于美东时间2026年2月4日出售32500股Alphabet普通股票，总市值约1107万美元。过去3个月内，Sundar Pichai 已累计发生过6次减持，共计195000股","content":"Alphabet高管 Sundar Pichai 拟于美东时间2026年2月4日出售32500股Alphabet普通股票，总市值约1107万美元。过去3个月内，Sundar Pichai 已累计发生过6次减持，共计195000股","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Form 144 | Alphabet高管 Sundar Pichai 拟减持32500股，总价约1107万美元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForm 144 | Alphabet高管 Sundar Pichai 拟减持32500股，总价约1107万美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2026-02-05 05:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nAlphabet高管 Sundar Pichai 拟于美东时间2026年2月4日出售32500股Alphabet普通股票，总市值约1107万美元。过去3个月内，Sundar Pichai 已累计发生过6次减持，共计195000股\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193300429","content_text":"Alphabet高管 Sundar Pichai 拟于美东时间2026年2月4日出售32500股Alphabet普通股票，总市值约1107万美元。过去3个月内，Sundar Pichai 已累计发生过6次减持，共计195000股","news_type":1,"symbols_score_info":{"GOOGL":1}},"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529226055230520,"gmtCreate":1770241627539,"gmtModify":1770241629954,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"支出这么大，这么夸张，股价都能翻红…？？？？","listText":"支出这么大，这么夸张，股价都能翻红…？？？？","text":"支出这么大，这么夸张，股价都能翻红…？？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529226055230520","repostId":"2609315770","repostType":2,"repost":{"id":"2609315770","kind":"news","pubTimestamp":1770241020,"share":"https://www.laohu8.com/m/news/2609315770?lang=zh_CN&edition=full","pubTime":"2026-02-05 05:37","market":"fut","language":"zh","title":"Alphabet的AI支出将远超投资者预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2609315770","media":"环球市场播报","summary":"Alphabet Inc．公布的第四季度营收超出预期，公司表示其在2026年的支出计划将大幅高于投资者预期。　　这家谷歌母公司表示，今年将支出1750亿至1850亿美元，而分析师此前的预期为1195亿美元。　　这些努力正在取得成效。但要为如此高昂的支出提供合理性，Alphabet仍需在云计算和搜索广告业务上展现动能。该公司曾表示，其在人工智能领域的大规模投资 —— 包括新基础设施、研发和人才投入 —— 对于与亚马逊、微软以及OpenAI等竞争对手展开竞争至关重要。","content":"<html><body><div>\n<p>　　Alphabet Inc．公布的第四季度营收超出预期，公司表示其在2026年的支出计划将大幅高于投资者预期。</p>\n<p>　　这家<span><a href=\"https://laohu8.com/S/GOOG\">谷歌</a></span><span></span>母公司表示，今年将支出1750亿至1850亿美元，而分析师此前的预期为1195亿美元。该公司第四季度不含合作伙伴分成的销售额为972.3亿美元，高于分析师平均预期值952亿美元。</p>\n<p>　　<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>正加速重塑自身业务，以适应人工智能时代，力图在用户可能转向OpenAI等竞争对手聊天机器人的情况下，保持其使用搜索页面的习惯。</p>\n<p>　　这些努力正在取得成效。但要为如此高昂的支出提供合理性，Alphabet仍需在云计算和搜索广告业务上展现动能。该公司曾表示，其在人工智能领域的大规模投资 —— 包括新基础设施、研发和人才投入 —— 对于与<span><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></span><span></span>、<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span>以及OpenAI等竞争对手展开竞争至关重要。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：李桐 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet的AI支出将远超投资者预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet的AI支出将远超投资者预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-05 05:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-02-05/doc-inhkszrs2506240.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet Inc．公布的第四季度营收超出预期，公司表示其在2026年的支出计划将大幅高于投资者预期。\n　　这家谷歌母公司表示，今年将支出1750亿至1850亿美元，而分析师此前的预期为1195亿美元。该公司第四季度不含合作伙伴分成的销售额为972.3亿美元，高于分析师平均预期值952亿美元。\n　　谷歌正加速重塑自身业务，以适应人工智能时代，力图在用户可能转向OpenAI等竞争对手聊天机器人...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-02-05/doc-inhkszrs2506240.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH 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USD","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-05/doc-inhkszrs2506240.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2609315770","content_text":"Alphabet Inc．公布的第四季度营收超出预期，公司表示其在2026年的支出计划将大幅高于投资者预期。\n　　这家谷歌母公司表示，今年将支出1750亿至1850亿美元，而分析师此前的预期为1195亿美元。该公司第四季度不含合作伙伴分成的销售额为972.3亿美元，高于分析师平均预期值952亿美元。\n　　谷歌正加速重塑自身业务，以适应人工智能时代，力图在用户可能转向OpenAI等竞争对手聊天机器人的情况下，保持其使用搜索页面的习惯。\n　　这些努力正在取得成效。但要为如此高昂的支出提供合理性，Alphabet仍需在云计算和搜索广告业务上展现动能。该公司曾表示，其在人工智能领域的大规模投资 —— 包括新基础设施、研发和人才投入 —— 对于与亚马逊、微软以及OpenAI等竞争对手展开竞争至关重要。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","news_type":1,"symbols_score_info":{"GGLS":0.6,"GOOP":0.6,"USJW.SI":0.6,"GOOX":0.6,"GOU":0.6,"GGLL":0.6,"GOOY":0.6,"GOOW":0.6,"GOOGL":1.97}},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529218960871696,"gmtCreate":1770239965423,"gmtModify":1770239968059,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"一个季度营收1100亿之多，分析师还不满意…？？","listText":"一个季度营收1100亿之多，分析师还不满意…？？","text":"一个季度营收1100亿之多，分析师还不满意…？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529218960871696","repostId":"1148421371","repostType":2,"repost":{"id":"1148421371","kind":"news","weMediaInfo":{"introduction":"关注海外资本市场一手动态","home_visible":1,"media_name":"投资观察","id":"1076224072","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1770239880,"share":"https://www.laohu8.com/m/news/1148421371?lang=zh_CN&edition=full","pubTime":"2026-02-05 05:18","market":"hk","language":"zh","title":"Alphabet第四季度每股收益达2.82美元，营收超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1148421371","media":"投资观察","summary":"Alphabet第四季度营收达到1138.28亿美元，显著超越IBES预估的1114.34亿美元。这一强劲表现凸显了公司在数字广告和云业务领域的持续增长动能。","content":"<p>Alphabet第四季度营收达到1138.28亿美元，显著超越IBES预估的1114.34亿美元。这一强劲表现凸显了公司在数字广告和云业务领域的持续增长动能。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet第四季度每股收益达2.82美元，营收超预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet第四季度每股收益达2.82美元，营收超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1076224072\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">投资观察 </p>\n<p class=\"h-time\">2026-02-05 05:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Alphabet第四季度营收达到1138.28亿美元，显著超越IBES预估的1114.34亿美元。这一强劲表现凸显了公司在数字广告和云业务领域的持续增长动能。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) 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爹给了儿子一笔钱…？？？？这算融资吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529216855090688","repostId":"1110222686","repostType":2,"repost":{"id":"1110222686","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1770239163,"share":"https://www.laohu8.com/m/news/1110222686?lang=zh_CN&edition=full","pubTime":"2026-02-05 05:06","market":"us","language":"zh","title":"Alphabet旗下Waymo完成160亿美元融资轮，母公司谷歌A成主要出资方","url":"https://stock-news.laohu8.com/highlight/detail?id=1110222686","media":"美股速递","summary":"2026年2月，自动驾驶技术公司Waymo宣布完成一轮规模高达160亿美元的融资。此轮融资的绝大部分资金由其母公司Alphabet（谷歌A）提供支持。","content":"<p>2026年2月，自动驾驶技术公司Waymo宣布完成一轮规模高达160亿美元的融资。此轮融资的绝大部分资金由其母公司Alphabet（谷歌A）提供支持。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet旗下Waymo完成160亿美元融资轮，母公司谷歌A成主要出资方</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet旗下Waymo完成160亿美元融资轮，母公司谷歌A成主要出资方\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2026-02-05 05:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2026年2月，自动驾驶技术公司Waymo宣布完成一轮规模高达160亿美元的融资。此轮融资的绝大部分资金由其母公司Alphabet（谷歌A）提供支持。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) 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白菜价了喂","text":"？？？？？？啥玩意😨 白菜价了喂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527637375439048","repostId":"2607093894","repostType":2,"repost":{"id":"2607093894","kind":"highlight","pubTimestamp":1769752022,"share":"https://www.laohu8.com/m/news/2607093894?lang=zh_CN&edition=full","pubTime":"2026-01-30 13:47","market":"fut","language":"zh","title":"小摩：将博通目标价下调至72美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2607093894","media":"中金财经","summary":"摩根大通：将博通(AVGO.US)目标价从75美元下调至72美元。","content":"<html><body><p>　　<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>：将<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO.US)目标价从75美元下调至72美元。\r\n\r\n　　 </p></body></html>","source":"zhongjincaijing_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小摩：将博通目标价下调至72美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-30 13:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/gushizhibo/20260130/31986333.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通：将博通(AVGO.US)目标价从75美元下调至72美元。</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushizhibo/20260130/31986333.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","SGXZ99366536.SGD":"United 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‌怎么突然暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/499790735426128","isVote":1,"tweetType":1,"viewCount":4034,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517144759613423","authorId":"3517144759613423","name":"LoadField","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3517144759613423","authorIdStr":"3517144759613423"},"content":"感觉短期财报和跌涨一点关系都没.除非大事件‌[笑哭] ‌","text":"感觉短期财报和跌涨一点关系都没.除非大事件‌[笑哭] ‌","html":"感觉短期财报和跌涨一点关系都没.除非大事件‌[笑哭] ‌"},{"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"函盖乾坤截断众流随波逐浪","avatar":"https://static.tigerbbs.com/f4602544b3ccc4c41a2be942e28cbf75","crmLevel":9,"crmLevelSwitch":1,"idStr":"3544441872957647","authorIdStr":"3544441872957647"},"content":"外部资本认为财报不符合他们“预期”","text":"外部资本认为财报不符合他们“预期”","html":"外部资本认为财报不符合他们“预期”"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}